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1,158 hedge funds and large institutions have $70.2B invested in Moody's in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 418 increasing their positions, 392 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 72

50% more call options, than puts

Call options by funds: $72.9M | Put options by funds: $48.6M

7% more capital invested

Capital invested by funds: $65.4B → $70.2B (+$4.84B)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

2% more funds holding

Funds holding: 1,1321,158 (+26)

7% more repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 392

0.21% more ownership

Funds ownership: 91.17%91.39% (+0.21%)

Holders
1,158
Holders Change
+26
Holders Change %
+2.3%
% of All Funds
16.72%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.62%
New
111
Increased
418
Reduced
392
Closed
72
Calls
$72.9M
Puts
$48.6M
Net Calls
+$24.4M
Net Calls Change
+$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Select Equity Group
126
Select Equity Group
New York
$49.1M +$46.4M +116,580 New
State of Wisconsin Investment Board
127
State of Wisconsin Investment Board
Wisconsin
$48.8M +$8.93M +22,450 +24%
Toronto Dominion Bank
128
Toronto Dominion Bank
Ontario, Canada
$48.1M -$6.14M -15,442 -12%
CBUSF
129
Construction & Building Unions Superannuation Fund
Australia
$47.2M
Assenagon Asset Management
130
Assenagon Asset Management
Luxembourg
$46.5M -$24.2M -60,725 -35%
BFS
131
Baskin Financial Services
Ontario, Canada
$46.1M -$1.39M -3,491 -3%
Corient Private Wealth
132
Corient Private Wealth
Florida
$45.2M +$3.05M +7,678 +8%
DekaBank Deutsche Girozentrale
133
DekaBank Deutsche Girozentrale
Germany
$45M -$504K -1,267 -1%
Canada Pension Plan Investment Board
134
Canada Pension Plan Investment Board
Ontario, Canada
$44.8M +$19.7M +49,493 +87%
CIPU
135
Caledonia Investments plc (UK)
United Kingdom
$44.7M
First Manhattan
136
First Manhattan
New York
$44M -$2.89M -7,265 -6%
LPL Financial
137
LPL Financial
California
$41.9M +$4.52M +11,362 +13%
AM
138
AGF Management
Ontario, Canada
$41.3M -$2.96M -7,438 -7%
Manulife (Manufacturers Life Insurance)
139
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.7M -$48.9K -123 -0.1%
BFM
140
Boston Financial Management
Massachusetts
$39.5M -$191K -480 -0.5%
Korea Investment Corp
141
Korea Investment Corp
South Korea
$39.4M -$15.3M -38,538 -29%
Prudential Financial
142
Prudential Financial
New Jersey
$39.4M -$5.88M -14,776 -14%
Fidelity International
143
Fidelity International
Bermuda
$39.4M +$6.39M +16,067 +21%
SEI Investments
144
SEI Investments
Pennsylvania
$38.9M +$2.07M +5,192 +6%
Chevy Chase Trust
145
Chevy Chase Trust
Maryland
$38.1M -$1.46M -3,659 -4%
BNP Paribas Asset Management
146
BNP Paribas Asset Management
France
$37.8M -$57.5M -144,432 -62%
ICP
147
Ironvine Capital Partners
Nebraska
$36.9M -$967K -2,430 -3%
Pictet Asset Management
148
Pictet Asset Management
Switzerland
$36.9M -$420K -1,056 -1%
KBC Group
149
KBC Group
Belgium
$35.6M +$822K +2,067 +3%
WCM
150
Wildcat Capital Management
New York
$34.6M

MCO Hedge Fund Activity: Q2 2024 in Review

1,158 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q2 2024, worth a combined $70.2B — up 7.4% from $65.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new MCO positions and 72 closed out — a net gain of 39 holders — while 418 added to existing stakes and 392 trimmed.

The largest buyer was TCI Fund Management, adding an estimated $417M. The largest seller was Baillie Gifford & Co, cutting an estimated $316M.

  • 1,158 institutional investors held Moody's (MCO) as of Q2 2024, up from 1,132 in Q1 2024.
  • Funds reported $70.2B of Moody's stock for Q2 2024, up 7.4% quarter-over-quarter.
  • 111 funds opened new Moody's positions in Q2 2024 and 72 closed out, a net change of +39 holders.
  • The largest Moody's buyer in Q2 2024 was TCI Fund Management, an estimated $417M added.
  • The largest Moody's seller in Q2 2024 was Baillie Gifford & Co, an estimated $316M sold.

Based on aggregated 13F filings for Q2 2024.